Purchases and Sales Made in Q1 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 361.33% |
$154K - $772K
|
3.46K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.7K+ 372.75% |
$154K - $768K
|
3.42K
$208K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.69K+ 356.84% |
$153K - $766K
|
3.44K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.68K+ 193.93% |
$153K - $764K
|
4.07K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.67K+ 366.12% |
$152K - $761K
|
3.4K
$206K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 657.28% |
$152K - $759K
|
3.07K
$186K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.65K+ 270.16% |
$151K - $756K
|
3.64K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.64KNew |
$150K - $751K
|
2.64K
$160K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.62KNew |
$149K - $747K
|
2.62K
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.61K+ 207.39% |
$149K - $744K
|
3.87K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.6K+ 400.0% |
$148K - $742K
|
3.26K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 314.84% |
$147K - $738K
|
3.41K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.58K+ 352.6% |
$147K - $736K
|
3.31K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 400.0% |
$146K - $730K
|
3.2K
$194K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.52K+ 400.0% |
$144K - $718K
|
3.15K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.51K+ 137.01% |
$143K - $715K
|
4.34K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.49K+ 141.08% |
$142K - $710K
|
4.26K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46K+ 284.2% |
$140K - $702K
|
3.33K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.46K+ 393.13% |
$140K - $701K
|
3.09K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.44K+ 272.93% |
$139K - $695K
|
3.33K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.42K+ 367.37% |
$138K - $690K
|
3.08K
$187K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.42K+ 146.22% |
$138K - $689K
|
4.07K
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
2.34K+ 400.0% |
$133K - $667K
|
2.93K
$178K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.31K+ 400.0% |
$132K - $659K
|
2.89K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.29K+ 594.81% |
$130K - $653K
|
2.68K
$162K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.26K+ 272.74% |
$129K - $644K
|
3.09K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.25K+ 184.6% |
$128K - $642K
|
3.48K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.22K+ 400.0% |
$127K - $634K
|
2.78K
$169K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.2K+ 399.64% |
$125K - $628K
|
2.75K
$167K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 385.36% |
$125K - $623K
|
2.75K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 321.24% |
$124K - $621K
|
2.86K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2.17K+ 400.0% |
$124K - $619K
|
2.72K
$165K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.15K+ 393.6% |
$123K - $614K
|
2.7K
$164K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.13K+ 877.78% |
$122K - $608K
|
2.38K
$144K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.11K+ 158.87% |
$120K - $600K
|
3.43K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.08K+ 402.71% |
$118K - $592K
|
2.59K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
2.05K+ 400.2% |
$117K - $583K
|
2.56K
$155K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 31.27% |
$115K - $574K
|
8.45K
$513K
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.99K+ 11.85% |
$113K - $566K
|
18.8K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 844.68% |
$113K - $566K
|
2.22K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 400.0% |
$110K - $552K
|
2.42K
$147K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.93K+ 400.0% |
$110K - $549K
|
2.41K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.93KNew |
$110K - $549K
|
1.93K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.92K+ 400.0% |
$110K - $548K
|
2.41K
$146K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.91K+ 400.0% |
$109K - $544K
|
2.39K
$145K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.9KNew |
$108K - $541K
|
1.9K
$115K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 20.6% |
$108K - $541K
|
11.1K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.9K+ 400.0% |
$108K - $541K
|
2.38K
$144K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 400.0% |
$108K - $538K
|
2.36K
$143K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.89K+ 400.85% |
$108K - $538K
|
2.36K
$143K
|